ZIM

Zacks Investment Management Portfolio holdings

AUM $12.7B
1-Year Est. Return 27.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.42B
AUM Growth
+$484M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$47.8M
2
+$28M
3
+$19.2M
4
TMO icon
Thermo Fisher Scientific
TMO
+$16.1M
5
FNF icon
Fidelity National Financial
FNF
+$15M

Top Sells

1
+$44.4M
2
+$27.6M
3
+$15.4M
4
MRK icon
Merck
MRK
+$11.5M
5
LMT icon
Lockheed Martin
LMT
+$11.1M

Sector Composition

1 Technology 17.28%
2 Financials 16.07%
3 Healthcare 14.1%
4 Consumer Staples 11.55%
5 Consumer Discretionary 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$267K ﹤0.01%
13,837
-11,870
477
$264K ﹤0.01%
22,386
-22,608
478
$261K ﹤0.01%
12,148
-53,493
479
$255K ﹤0.01%
+10,645
480
$252K ﹤0.01%
4,767
-144,878
481
$247K ﹤0.01%
+6,906
482
$247K ﹤0.01%
+3,522
483
$243K ﹤0.01%
19,343
-93,784
484
$237K ﹤0.01%
4,590
485
$232K ﹤0.01%
+3,618
486
$231K ﹤0.01%
+2,227
487
$230K ﹤0.01%
+1,662
488
$227K ﹤0.01%
+573
489
$223K ﹤0.01%
909
-67
490
$223K ﹤0.01%
+18,200
491
$222K ﹤0.01%
+3,800
492
$215K ﹤0.01%
+8,214
493
$213K ﹤0.01%
+11,223
494
$210K ﹤0.01%
4,786
-17,983
495
$209K ﹤0.01%
+1,050
496
$208K ﹤0.01%
+999
497
$207K ﹤0.01%
+1,194
498
$204K ﹤0.01%
5,393
-1,292
499
$204K ﹤0.01%
+2,000
500
$204K ﹤0.01%
+38,539
18 19
20
21 22